Principle Wealth Partners’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
3,485
| – | – | 0.04% | 220 |
|
|
2025
Q1 | $481K | Hold |
3,485
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $550K | Hold |
3,485
| – | – | 0.04% | 212 |
|
|
2024
Q3 | $465K | Buy |
3,485
+302
| +9% | +$40.3K | 0.03% | 236 |
|
|
2024
Q2 | $344K | Buy |
3,183
+28
| +0.9% | +$3.02K | 0.03% | 262 |
|
|
2024
Q1 | $297K | Hold |
3,155
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $321K | Hold |
3,155
| – | – | 0.03% | 261 |
|
|
2023
Q3 | $251K | Hold |
3,155
| – | – | 0.03% | 279 |
|
|
2023
Q2 | $220K | Hold |
3,155
| – | – | 0.02% | 307 |
|
|
2023
Q1 | $228K | Buy |
+3,155
| New | +$228K | 0.02% | 297 |
|
|
2022
Q1 | – | Sell |
-2,712
| Closed | -$201K | – | 326 |
|
|
2021
Q4 | $201K | Hold |
2,712
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $215K | Buy |
+2,712
| New | +$215K | 0.02% | 298 |
|
|
2021
Q1 | – | Sell |
-2,712
| Closed | -$204K | – | 289 |
|
|
2020
Q4 | $204K | Buy |
+2,712
| New | +$204K | 0.03% | 265 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$5K | – | 354 |
|
|
2020
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 438 |
|